Conning provides both insurance and non-insurance clients with a full range of back-office functions that includes accounting, reporting, research and operations.

John R. Calcagni, Jr., Director, is Head of Investment Accounting and Reporting Operations. These units provide investment expertise relating to statutory, GAAP and tax accounting, research and summarization of accounting policies, and the maintenance of the investment system that supports both client reporting and portfolio management.

Gary Hutchins, Director, and Joseph Meucci, Director, oversee a group of Investment Accounting professionals responsible for the accounting and reporting for statutory, GAAP and tax information, which is delivered to clients on a monthly or as-needed basis.

Diane Raffele, Director, is responsible for the Operations unit, which includes client installation, data conversion, coordination of data market services, trade input, settlement and investment data maintenance.

David Chellgren, Vice President, is responsible for Accounting Policy and Research, which includes the interpretation and implementation of policies and procedures as directed by the various regulatory bodies (NAIC, FASB, IRS).

For more information, please contact us.